This help page describes how to balance a charge to $0.00. We have implemented additional logic on the Apply Payment screen to help you know which adjudication information needs to be applied to balance the charge to $0.00.
Tip:
Do not void (unapply) insurance payments from a claim. Instead, manually enter a negative transaction to the most recent claim.
Charge Ledger Balance
- This example charge shows two service lines with a $400.00 insurance balance in the ledger.
- To finalize the claim, the ledger’s insurance balance must be $0.00.
- Apply only the necessary payments, adjustments, and patient responsibility to balance the service line to $0.00.
Apply the Payment
- The insurance balance in service lines is charge-based.
- When applying a payment, if the service line has too much adjudication information (i.e., insurance balance is negative) the service line turns red.
We will make our best effort to automatically balance the charge based on the historical data that we have, but, at times, you must manually balance the charge to $0.00.